Quick Start Guide

Quick Start Guide

This guide walks you through setting up Hospital OS from scratch. By the end, you'll have a working centre with a doctor ready to take appointments.

Step 1: Create Your Centre

A centre represents a physical hospital location. Start by creating your first one.

• Give it a name (e.g., 'City Hospital - Main Branch')

• Add the address and contact information

• Set your working hours (e.g., Monday to Saturday, 8 AM to 8 PM)

See Setting Up Centres for detailed instructions.

Step 2: Add Departments

Create the departments within your centre — Cardiology, General Medicine, Laboratory, etc.

See Departments & Resources for details.

Step 3: Create Staff Profiles

Add your team members — receptionists, nurses, lab technicians, and other staff. Assign each person to their department.

See Managing Staff Profiles for details.

Step 4: Onboard Your First Doctor

Create a doctor profile with their specialisation and booking settings:

• Slot duration — How long is each appointment? (e.g., 15 minutes)

• Buffer time — Gap between appointments (e.g., 5 minutes)

• Max patients per day — Daily booking limit

See Doctor Onboarding for the full setup process.

Step 5: Define Your Services

Create the services your hospital offers — General Consultation, Blood Test, ECG, etc. Organise them into categories.

See Services & Categories for details.

Step 6: Set Up Pricing

For each service, set the price, tax, and appointment duration. You can have different prices at different centres.

See Pricing Configuration for details.

Step 7: Map Services to Doctors

Tell the system which services each doctor provides. A cardiologist might offer 'Cardiology Consultation' and 'ECG Review' but not 'General Consultation'.

Step 8: Set Doctor Availability

Create a schedule for when the doctor is available:

• Schedule — Recurring weekly pattern (e.g., Mon-Fri 9 AM to 5 PM)

• Block — Days off or leave (e.g., closed Dec 25-26)

• Override — One-time exceptions (e.g., working this Saturday)

See Availability Calendar for the full guide.

Step 9: Book Your First Appointment

Now test the system:

1. Search for available slots — you should see the doctor's availability

2. Select a slot and create a booking

3. Complete the payment (or mark as offline payment)

4. The appointment is confirmed!

See Booking an Appointment for the full booking flow.

Step 10: Check In and Complete

When the patient arrives:

1. Check them in (scan QR, enter OTP, or mark manually)

2. A visit record is created automatically

3. The doctor can now record vitals, write prescriptions, and order tests

4. Mark the appointment as complete when done

See Check-in & Completion for check-in methods and the visit workflow.

What's Next?

Dive deeper into each area:

• Centre Management — Working hours, holidays, resources

• Service Catalog — Packages and subscription bundles

• Billing & Payments — Payment methods, deposits, invoices

• Notifications — Set up WhatsApp, email, and SMS alerts

• Configuration — Fine-tune every setting to match your workflow